SWIM
GRAL

Smallwood Wealth Investment Management’s GRAIL Inc GRAL Stock Holding History

Smallwood Wealth Investment Management’s Portfolio GRAL Stock Details GRAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$136 Hold
2
– – ﹤0.01% 492
2026
Q1 		$103 Hold
2
– – ﹤0.01% 489
2025
Q4 		$171 Hold
2
– – ﹤0.01% 470
2025
Q3 		$118 Hold
2
– – ﹤0.01% 490
2025
Q2 		$102 Hold
2
– – ﹤0.01% 535
2025
Q1 		$51 Buy
+2
New +$62 ﹤0.01% 486

Other funds holding GRAL

SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $285M AUM 18.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Smallwood Wealth Investment Management's GRAL Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its GRAIL Inc (GRAL) position steady in Q2 2026 at 2 shares worth $136. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Smallwood Wealth Investment Management first reported a position in GRAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $171 in Q4 2025. 100 funds tracked by Wall St. Rank hold GRAL as of Q2 2026.

  • Smallwood Wealth Investment Management held 2 shares of GRAIL Inc worth $136 as of Q2 2026.
  • Smallwood Wealth Investment Management left its GRAIL Inc share count unchanged in Q2 2026.
  • GRAIL Inc made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #492 holding.
  • Smallwood Wealth Investment Management first reported a position in GRAIL Inc in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's GRAIL Inc position peaked at $171 in Q4 2025.
  • 100 funds tracked by Wall St. Rank held GRAIL Inc as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.